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We are independent wealth managers and as such can select products from the whole of market without restriction. Our solutions can be blended from the very best options available from the market overall.

Our clients would usually have £250,000 or more of investable assets. They may have retired or approaching a date when they expect to retire.

We offer a full financial planning and advisory service. We are often asked to review existing portfolio’s and to comment on a client’s current investment strategy, the returns achieved relative to benchmarks and the charges that have applied.

Professional Standards

In 2012 regulations required financial advisers and wealth managers to move from a commission basis to a fee basis. In fact, Andrew Haxton & Co made this transition 10 years earlier, in 2002.

We are a small specialist team providing a personal and professional service to about 60 discerning families. New clients only come by referral from an existing client or connection.

We are open about the charges and we believe this transparency exerts a downward pressure on costs. The Financial Conduct Authority completed a review of adviser charges (FCA Ref 005254) and our terms would compare favourably.

A typical new client investing £250,000 could expect an initial fee of between £375 and £750 (excluding transfers from Defined Benefits Scheme) with the ongoing servicing charge being 0.03% per month reducing to 0.02% for larger portfolios.